2025 Crystal Ball Outlook | Webinar

Описание: Watch our 2025 Crystal Ball webinar where Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, discuss the economy's current state and provide an outlook for the coming year.

#economy #markets #investing

0:00 Intro
01:30 2024 in Review – Déjà vu
07:25 US Weight in Global Equity Indices Rises
10:11 2024 Forecast & Results
13:31 Previous Contrarian Bullish Calls
16:19 2025 Base Case
21:50 2025 Consensus Call
26:24 Fundamentals, Valuation & Technicals
29:59 Inflation – It’s Peaked and That Is The Key
32:22 Prices are higher, But Income Levels have Grown at a Similar Rate
34:13 Earnings and Profit Margins
35:07 Sector Contribution to Earnings Growth
36:07 Return on Equity and Valuation
37:59 Average Stock Still Attractively Valued
39:47 Technical Trends are Healthy
41:34 Market Broadened but Progress Stalled
42:11 Investor Sentiment
43:27 Back-to-Back + 20% S&P 500 Price Return
44:45 Current Wall of Worry Items
45:37 Putting Monetary Policy In Perspective
46:48 Tariffs
48:19 Results of Globalization
50:22 Trend in Gov’t Spending
52:45 Trend in Fiscal Deficits and Federal Debt
53:37 Interest Payments Take Up Greater Share of Tax Receipts
54:16 Term Structure of Outstanding Debt
55:00 Foreign Buying Remains at Solid Levels
55:32 Trend in 10YR Yield and US Dollar
56:51 Earnings and Profit Margins
58:19 S&P 500 Intra-Year Declines vs. Calendar Year Returns


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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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